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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,277 | $82,288+10.9% | $68,794+32.7% | $134,509-32.1% |
| Participation rate | 76.9% | 75.1%+1.9pp | 69.0%+7.9pp | 81.2%-4.3pp |
| Annual return | -19.40% | -2.19%-17.2pp | -6.37%-13.0pp | 418.13%-437.5pp |
| Employer contribution / active EE | $4,278 | $3,301+29.6% | $2,656+61.1% | $4,741-9.8% |
| Participant deferral / active EE | $11,105 | $4,738+134.4% | $3,941+181.8% | $6,400+73.5% |
| Admin fee / account holder | $0 | $6,482-100.0% | $4,934-100.0% | $11,427-100.0% |